Jim Peterson is the Chief Investment Officer of CSIA and a member of the portfolio management teams for Schwab Managed Portfolios™. Prior to joining Schwab in 1998, Jim was an assistant professor of finance at the University of Notre Dame. He was voted "Outstanding Teacher" in BusinessWeek's "Guide to the Best Business Schools" in 1997 and has been published in several leading academic and professional journals. Jim received his PhD in finance from Louisiana State University.
Charles Schwab Investment Advisory, Inc. ("CSIA") is an affiliate of Charles Schwab & Co Inc.